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Bullboard - Stock Discussion Forum Spectral Medical Inc T.EDT

Alternate Symbol(s):  EDTXF

Spectral develops devices for unmet medical needs. Sepsis occurs in 1.7M Americans/year causing 250K deaths, often caused by endotoxin. Our devices measure and remove endotoxin from the bloodstream. An FDA confirmatory trial is underway. Dialco, a Spectral sub, offers SAMI, a novel instrument for renal replacement, cleared by FDA. Dialco is seeking FDA approval for DIMI a unique home dialysis... see more

TSX:EDT - Post Discussion

Spectral Medical Inc > The Sales Team mystery
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Post by mercedesman on Dec 19, 2021 11:52am

The Sales Team mystery

To me the lack of hiring and the lack department buildout ( the go it alone theory) and probably the lack of a small or mid-sized Dialco partnership so far...is probably very bullish and also very telling of the real and most likely endgame. 

The fact that Baxter and DaVita are working together to try to fend off the formidable Fresenius in battle is also probably very positive. A new front has opened up in dialysis. Sepsis leads to to AKI. Covid leads to AKI. Two new weapons are being developed and they are coming to the battlefield soon enough. And someone owns the NA rights to both of those weapons. I think  certain companies know that these modern weapons could change the course of the war ( with each other and the war on Sepsis, AKI and Yes Covid). 
MM

Comment by PezDalatoYou on Dec 19, 2021 12:58pm
As I see it, the only things that support the 'go it alone' theory is the Nasdaq listing (and subsequently, the Crescendo engagement). Unless Seto intends to sell the whole shebang in the market soon after the listing as a way to maximize shareholder value (keyword = timing). That way, no sales dept is required. The Nas listing always comes up as something that they are still pursuing at ...more  
Comment by mercedesman on Dec 19, 2021 1:30pm
I think the Nasdaq talk is just that....talk. there has been too much talk of it with almost zero action or apparent groundwork.  I'm leaning towards a loosely defined, perhaps conditional, pre-arrangement. Would an unredacted Baxter DA reveal more?  And you have put your finger on it.  If true, is this the best pathway to maximize shareholder value?  ...more  
Comment by PezDalatoYou on Dec 19, 2021 1:50pm
Maybe Nas-talk is being used as leverage to get the best backroom deal?
Comment by Domino55 on Dec 19, 2021 2:31pm
They need to monetize a lot of "maybes" and "lack ofs".  it would be nice to see them deliver on something, anything. Maybe 5% of NPV for the holidays?
Comment by mercedesman on Dec 19, 2021 3:07pm
Possible, but if they wanted to be more credible on that front they would let the share price appreciate and maybe even help it along with a little promotion... especially southward directed. 
Comment by JohnnyCashMoney on Dec 20, 2021 1:17am
https://youtu.be/xQ4rDB6UszE
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